Search for code / create list of favourites

To search for a charge code:

1. Click the arrow beside the code field you want to populate and select Search from the drop-down list.

   A search window appears. If this is the first time you are performing the search, the favourites list on the right will be blank.

2. If you know the value of the code you are searching for, type it in the Code Value field.
3. If you do not know the code value but know the description of the code, type it in the Description field.
4. If you want:
   • all codes that match your search returned, click the check box beside All so a red check appears.
   • just the codes that are valid for the transaction you are coding returned, click the check box beside Yes. This will only be relevant if your company is using cross code validations, ie. where certain codes can only be used correctly in combination with others.
5. Click the Search button.

   A list of codes that match your search criteria will be returned on the left hand side of your search window. The system will only return the first 60 codes it finds that match your search criteria. If more than one page of codes are returned, you can move between pages by clicking on the headings 'Page 1', 'Page 2', 'Page 3' etc at the base of the window. If the code you are searching for is not returned in this list, you will need to re-define and narrow your search criteria.

   To help you further, there is a 'wildcard' search facility available. You can search using the wildcard character "%" anywhere in your search text. For example, "ABC%1" will find any code starting with "ABC" and with the number "1" located anywhere within it, for example, "ABC00100".

6. If you want to add the code to your list of favourites:
   1. Click to the right of the code. The code displays on the right of the window under the Favourites heading.
   2. To remove a code from your list of favourites, click .

      Your list of favourites codes will show in the drop-down list for this code type on the next transaction you code.

7. If you want to use the code without adding it to your list of favourites, click to the right of the code. The Transactions Details window re-appears with the code displaying in the coding field.

Note: If you are unable to find a code you believe you should have access to, contact your administrator.